Chevy Chase Trust · 12 hours ago
Administrative Assistant (Financial Planning)
Bethesda, MD
Full-time
Onsite
Mid Level
$65K/yr - $80K/yr
3+ years expChevy Chase Trust is a privately owned investment think tank that specializes in personalized financial advice and planning. The Administrative Assistant (Financial Planning) will provide essential administrative support to the Financial Planning group, including scheduling meetings, preparing client files, and maintaining communication with clients.
Financial Services
Responsibilities
Schedule meetings, coordinate schedules with clients and other professionals, and confirm meetings 24 hours in advance
Arrange travel for prospect and client meetings
Help planners track down client/prospect information and assist in entering data into Emoney Advisor
Assist with meeting preparation (scheduling, printing, and binding)
Answering telephones
Preparing and maintaining client files
Preparing and submitting expense reports
Preparing correspondence for prospects and clients
Processing mail
Provide back-up support to other administrative positions within the firm
Communicate clearly and effectively with clients; respond to their requests and work with them to resolve issues and meet their needs
Maintain files, prepare client review materials, copies, scans and faxes
Organize documents and correspondence in client files
Assist in logging meetings and meeting notes in the CRM system
Help planners with meeting follow-up, including following up with clients to ensure to-dos have been completed and asking clients for additional information as needed
Maintain office supply inventory for the group and anticipate needs
Other duties as assigned
Qualification
Required
Highly effective written and oral communication skills
Excellent organizational skills and ability to prioritize multiple tasks
Strong attention to detail
Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint)
Ability to handle confidential information appropriately
Follow-through on outstanding items
Ability to effectively interact with all levels of employees within the organization and with clients
Bachelor's Degree or equivalent work experience
Three to five years of relevant experience
Benefits
Health/Medical Insurance including Dental and Vision
401(k) with company match
Paid time off
Bonus/Target Incentive
Tuition Reimbursement
Complimentary usage of modern in-house fitness center
On-premise full-service dining center discounts
Discounts via the company’s EAP
Monthly Employee Recognition Programs
Referral bonus
Pre-tax transportation options
Plus more!
Company
Chevy Chase Trust
Chevy Chase Trust provides individuals, families and select institutions with an alternative to institutionalized money management.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Joel Friedman
Chief Financial Officer
Antoaneta Borisova
Internship Mentor in partnership with Urban Alliance
Company data provided by crunchbase